3. Direct Mail
Telemarketing
Public Relations
Social Media
Advertising
Website
Development
 Mobile Apps
 Event Planning
 Email Marketing
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Logo Design
Outreach
Print Brochures
 Technical Writing
Blogging
 Budgeting
Webinars
 Analytics
Sponsorships
Client Relationship
Management
 Lead qualifying
 Branding
 Community
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8. 
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Using outbound marketing (traditional) to raise
awareness of your business and brand

9. 
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Using inbound marketing to gain trust and strengthen your brand’s
reputation as a knowledgeable source for financial management and
advice

10. 
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Nurturing leads and referral sources with inbound marketing lists may
require technology such as CRM, Marketing Automation, etc. (technology
needs will depend on the size of the firm). Leadership in community
outreach groups is also very beneficial to this step.

11. 
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12. 
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13. Just
keep in
mind
T a
o
successful
marketing
strategy…

16. 
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